Kovack Advisors’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.93M | Sell |
20,207
-2,543
| -11% | -$239K | 0.09% | 218 |
|
|
2026
Q1 | $2.2M | Sell |
22,750
-463
| -2% | -$42.8K | 0.12% | 168 |
|
|
2025
Q4 | $2.02M | Buy |
23,213
+11,479
| +98% | +$1.05M | 0.09% | 199 |
|
|
2025
Q3 | $1.11M | Sell |
11,734
-2,231
| -16% | -$208K | 0.1% | 184 |
|
|
2025
Q2 | $1.28M | Sell |
13,965
-115
| -0.8% | -$10.3K | 0.13% | 162 |
|
|
2025
Q1 | $1.29M | Sell |
14,080
-2,085
| -13% | -$180K | 0.14% | 142 |
|
|
2024
Q4 | $1.33M | Buy |
16,165
+103
| +0.6% | +$9.04K | 0.13% | 132 |
|
|
2024
Q3 | $1.45M | Sell |
16,062
-703
| -4% | -$60.1K | 0.15% | 116 |
|
|
2024
Q2 | $1.3M | Buy |
16,765
+498
| +3% | +$37.7K | 0.14% | 142 |
|
|
2024
Q1 | $1.17M | Buy |
16,267
+1,498
| +10% | +$103K | 0.14% | 133 |
|
|
2023
Q4 | $1.04M | Buy |
14,769
+1,802
| +14% | +$124K | 0.12% | 166 |
|
|
2023
Q3 | $839K | Sell |
12,967
-16
| -0.1% | -$1.11K | 0.12% | 165 |
|
|
2023
Q2 | $912K | Sell |
12,983
-406
| -3% | -$29.1K | 0.12% | 167 |
|
|
2023
Q1 | $932K | Buy |
13,389
+547
| +4% | +$36.8K | 0.13% | 161 |
|
|
2022
Q4 | $917K | Buy |
12,842
+4,179
| +48% | +$279K | 0.13% | 156 |
|
|
2022
Q3 | $589K | Buy |
8,663
+898
| +12% | +$68K | 0.09% | 250 |
|
|
2022
Q2 | $554K | Sell |
7,765
-6,976
| -47% | -$512K | 0.07% | 291 |
|
|
2022
Q1 | $1.07M | Buy |
14,741
+4,820
| +49% | +$326K | 0.11% | 199 |
|
|
2021
Q4 | $680K | Sell |
9,921
-2,332
| -19% | -$149K | 0.07% | 311 |
|
|
2021
Q3 | $759K | Buy |
12,253
+5
| +0% | +$322 | 0.08% | 274 |
|
|
2021
Q2 | $741K | Buy |
12,248
+392
| +3% | +$25.1K | 0.08% | 260 |
|
|
2021
Q1 | $737K | Sell |
11,856
-419
| -3% | -$25.1K | 0.1% | 237 |
|
|
2020
Q4 | $754K | Buy |
12,275
+269
| +2% | +$16.2K | 0.11% | 202 |
|
|
2020
Q3 | $651K | Sell |
12,006
-425
| -3% | -$22.7K | 0.12% | 193 |
|
|
2020
Q2 | $645K | Buy |
12,431
+1,049
| +9% | +$58.3K | 0.13% | 178 |
|
|
2020
Q1 | $616K | Sell |
11,382
-4,308
| -27% | -$273K | 0.14% | 160 |
|
|
2019
Q4 | $999K | Sell |
15,690
-2,918
| -16% | -$181K | 0.18% | 141 |
|
|
2019
Q3 | $1.15M | Sell |
18,608
-201
| -1% | -$11.7K | 0.24% | 107 |
|
|
2019
Q2 | $1.04M | Buy |
18,809
+4,430
| +31% | +$237K | 0.24% | 107 |
|
|
2019
Q1 | $744K | Sell |
14,379
-3,020
| -17% | -$148K | 0.19% | 139 |
|
|
2018
Q4 | $764K | Sell |
17,399
-231
| -1% | -$10.5K | 0.22% | 107 |
|
|
2018
Q3 | $769K | Sell |
17,630
-2,099
| -11% | -$96.7K | 0.2% | 127 |
|
|
2018
Q2 | $914K | Buy |
19,729
+265
| +1% | +$11.9K | 0.26% | 103 |
|
|
2018
Q1 | $869K | Buy |
19,464
+756
| +4% | +$33.6K | 0.22% | 116 |
|
|
2017
Q4 | $900K | Sell |
18,708
-983
| -5% | -$50.1K | 0.23% | 109 |
|
|
2017
Q3 | $968K | Buy |
19,691
+334
| +2% | +$16.2K | 0.32% | 73 |
|
|
2017
Q2 | $927K | Buy |
19,357
+298
| +2% | +$14.9K | 0.29% | 74 |
|
|
2017
Q1 | $949K | Buy |
19,059
+1,840
| +11% | +$90.9K | 0.37% | 55 |
|
|
2016
Q4 | $847K | Buy |
17,219
+1,136
| +7% | +$55.8K | 0.4% | 54 |
|
|
2016
Q3 | $825K | Buy |
16,083
+985
| +7% | +$51.9K | 0.4% | 59 |
|
|
2016
Q2 | $810K | Buy |
15,098
+5,365
| +55% | +$270K | 0.43% | 52 |
|
|
2016
Q1 | $503K | Buy |
9,733
+226
| +2% | +$11K | 0.31% | 87 |
|
|
2015
Q4 | $445K | Buy |
9,507
+872
| +10% | +$39.5K | 0.29% | 95 |
|
|
2015
Q3 | $386K | Buy |
8,635
+399
| +5% | +$17.5K | 0.27% | 100 |
|
|
2015
Q2 | $345K | Buy |
8,236
+931
| +13% | +$40.6K | 0.24% | 107 |
|
|
2015
Q1 | $323K | Buy |
+7,305
| New | +$347K | 0.27% | 100 |
|
Other funds holding SO
Kovack Advisors's SO Position: Q2 2026 in Review
Kovack Advisors reduced its Southern Company (SO) stake by 11% in Q2 2026, selling an estimated $239K and leaving 20,207 shares worth $1.93M. The position accounts for 0.09% of the portfolio, ranked #218.
Kovack Advisors first reported a position in SO in Q1 2015 and has held it in 46 quarters since. The position peaked at $2.2M in Q1 2026. 2,352 funds tracked by Wall St. Rank hold SO as of Q2 2026.
- Kovack Advisors held 20,207 shares of Southern Company worth $1.93M as of Q2 2026.
- Kovack Advisors sold 2,543 Southern Company shares in Q2 2026, an estimated $239K.
- Southern Company made up 0.09% of Kovack Advisors's portfolio in Q2 2026, its #218 holding.
- Kovack Advisors first reported a position in Southern Company in Q1 2015 and has held it in 46 quarters since.
- Kovack Advisors's Southern Company position peaked at $2.2M in Q1 2026.
- 2,352 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.
Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.